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ClearBridge Large Cap Growth Select ETF
LRGE

51 hedge funds and large institutions have $146M invested in ClearBridge Large Cap Growth Select ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

19% more funds holding

Funds holding: 43 → 51 (+8)

9% more capital invested

Capital invested by funds: $133M → $146M (+$12.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.07% less ownership

Funds ownership: 72.01% → 67.94% (-4.1%)

Holders
51
Holders Change
+8
Holders Change %
+18.6%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
19
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OWA
Opal Wealth Advisors
New York
+$5.96M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.46M
4
OMC
Old Mission Capital
Illinois
+$1.36M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12.2M
2
AAS
Avantax Advisory Services
Texas
-$6.83M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.13M
4
Osaic Holdings
Osaic Holdings
Arizona
-$833K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$391K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$495K -$449 -7 -0.1%
RJT
27
Raymond James Trust
Florida
$436K – – –
FM
28
Family Management
New York
$430K – – –
Wells Fargo
29
Wells Fargo
California
$421K +$30.5K +475 +8%
MIA
30
Milestone Investment Advisors
Wisconsin
$396K +$379K +5,907 New
DAS
31
Dynamic Advisor Solutions
Arizona
$391K +$24.8K +386 +7%
WA
32
Win Advisors
Florida
$390K +$373K +5,806 New
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$376K – – –
KAS
34
Kestra Advisory Services
Texas
$360K -$28.6K -445 -8%
MML Investors Services
35
MML Investors Services
Massachusetts
$339K -$1.09K -17 -0.3%
PFS
36
Prospera Financial Services
Texas
$328K +$27.3K +425 +10%
MOS
37
MGO One Seven
Ohio
$322K -$23.2K -362 -7%
AWS
38
Atria Wealth Solutions
New York
$260K +$248K +3,870 New
APP
39
Avantax Planning Partners
Iowa
$218K +$208K +3,245 New
WIA
40
Wetzel Investment Advisors
Indiana
$156K – – –
NA
41
NewEdge Advisors
Louisiana
$153K +$141K +2,194 +2,438%
CAL
42
Capital Analysts LLC
Pennsylvania
$129K +$128 +2 +0.1%
FCA
43
FinTrust Capital Advisors
South Carolina
$125K – – –
FFWM
44
Future Financial Wealth Management
Ohio
$80.5K +$77.1K +1,200 New
HI
45
Harbour Investments
Wisconsin
$53.5K -$15.8K -246 -24%
AA
46
Addison Advisors
Vermont
$51.3K -$27.3K -425 -36%
AF
47
Advisornet Financial
Minnesota
$38.2K -$50.3K -784 -58%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$20.5K +$19.6K +306 New
GRP
49
Global Retirement Partners
California
$17.1K -$1.73K -27 -10%
Bank of America
50
Bank of America
North Carolina
$10.3K – – –
1
2
3

LRGE Hedge Fund Activity: Q1 2024 in Review

51 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Large Cap Growth Select ETF (LRGE) for Q1 2024, worth a combined $146M — up 9.5% from $133M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new LRGE positions and 1 closed out — a net gain of 8 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Opal Wealth Advisors, adding an estimated $5.96M. The largest seller was Morgan Stanley, cutting an estimated $12.2M.

  • 51 institutional investors held ClearBridge Large Cap Growth Select ETF (LRGE) as of Q1 2024, up from 43 in Q4 2023.
  • Funds reported $146M of ClearBridge Large Cap Growth Select ETF stock for Q1 2024, up 9.5% quarter-over-quarter.
  • 9 funds opened new ClearBridge Large Cap Growth Select ETF positions in Q1 2024 and 1 closed out, a net change of +8 holders.
  • The largest ClearBridge Large Cap Growth Select ETF buyer in Q1 2024 was Opal Wealth Advisors, an estimated $5.96M added.
  • The largest ClearBridge Large Cap Growth Select ETF seller in Q1 2024 was Morgan Stanley, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2024.